Date authorised
25 July 2016
Companies House
09903981
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Suite 1, 16a Alderley Road
    Wilmslow
    Cheshire
    SK9 1JX
    UNITED KINGDOM
    Phone
    +4403337000900
  • Complaints Contact

    Suite 1, 16a Alderley Road
    Wilmslow
    Cheshire
    SK9 1JX
    UNITED KINGDOM
    Phone
    +4403337000900

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Admin

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.
  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Credit Score Services

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Aariz Irfan

    IRN MXI00106

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 1 Feb 2023)
    • CF1 Director (AR) (since 12 Jan 2023)
  • Abbie Osmond

    IRN AXO00252

    • Appointed representative dealing with clients for which they require qualification (16 Nov 2023 to 10 May 2024)
  • Adam Edward Smith

    IRN AES01139

    • CF1 Director (AR) (28 Jul 2023 to 14 Aug 2025)
    • Appointed representative dealing with clients for which they require qualification (31 Oct 2022 to 14 Aug 2025)
  • Adam Groves

    IRN AXG00825

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 1 Oct 2024)
    • CF1 Director (AR) (since 30 Sep 2024)
  • Adil Khurshid Makhdoomi

    IRN AXM00361

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 31 Mar 2023)
  • Afsheen Kebryai

    IRN AXK03052

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2020)
    • CF1 Director (AR) (since 8 Dec 2017)
  • Ajay Karam

    IRN AXK02862

    • CF1 Director (AR) (14 Aug 2017 to 31 Jan 2020)
  • Ajay Kumar Agrawal

    IRN AXA13805

    • CF1 Director (AR) (23 Mar 2022 to 14 Jun 2023)
  • Akhil Mair

    IRN AXM12450

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 7 Sep 2021)
    • CF1 Director (AR) (12 Mar 2019 to 7 Sep 2021)
  • Akiva Silber

    IRN AXS26194

    • CF1 Director (AR) (18 Dec 2019 to 2 Sep 2020)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

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